Great Valley Advisor Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Great Valley Advisor Group’s Portfolio ITM Stock Details ITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-6,508	Closed	-$333K	–	609
2021 Q3	$333K	Hold	6,508	–	–	0.02%	438
2021 Q2	$337K	Hold	6,508	–	–	0.02%	433
2021 Q1	$334K	Hold	6,508	–	–	0.03%	384
2020 Q4	$339K	Hold	6,508	–	–	0.04%	350
2020 Q3	$334K	Buy	+6,508	New	+$335K	0.04%	309

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Great Valley Advisor Group's ITM Position: Q4 2021 in Review

Great Valley Advisor Group sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2021, closing a stake of 6,508 shares — an estimated $333K sold.

Great Valley Advisor Group first reported a position in ITM in Q3 2020 and held it in 5 quarters. The position peaked at $339K in Q4 2020. 184 funds tracked by Wall St. Rank hold ITM as of Q4 2021.

Great Valley Advisor Group reported no remaining VanEck Intermediate Muni ETF position as of Q4 2021 after selling out during the quarter.
Great Valley Advisor Group sold 6,508 VanEck Intermediate Muni ETF shares in Q4 2021, an estimated $333K.
Great Valley Advisor Group first reported a position in VanEck Intermediate Muni ETF in Q3 2020 and held it in 5 quarters.
Great Valley Advisor Group's VanEck Intermediate Muni ETF position peaked at $339K in Q4 2020.
184 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2021.

Based on Great Valley Advisor Group's 13F filing for Q4 2021, filed 10 Feb 2022.